Brad Allyn Hostetter

Hirtle, Callaghan & Co., LLC

20 Years of Experience

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Firm Information

Hirtle, Callaghan & Co., LLC

Compensation

Fee-Only (AUM)

Number of Advisors

39 advisors

Number of Clients

1,759 clients

Average Client Portfolio

$11.9M average

Assets Under Management

$21.0B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

Hirtle Callaghan charges an advisory fee (CIO Solution Fee) based on the total market value of assets under management. The maximum current applicable fee is 0.95% per year. Fees may be negotiable based on factors deemed relevant by Hirtle Callaghan. Former clients invested in HC Private Vehicles may be required to pay a Continuation Fee. Hirtle Callaghan does not receive additional fees from Specialist Managers within the Separately Managed Account program.

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Areas of Practice

Investment Management

Advisor Information

Office location

Five Tower Bridge, 300 Barr Harbor Drive, Suite 500, West Conshohocken, PA, 19428

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.